Morton Brown Family Wealth, LLC Msci Eafe Growth ETF Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 51 shares of EFG stock, worth $5,322. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 51
-0.0%
Holding current value
$5,322
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.13MShares$536 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$508 Million0.04% of portfolio